Jim-from-Ohio
Level 11
Level 11

so after my client gave a little push back she got this email:

American Funds will prepare and send the 1099R for any 2023 payout.  The 1099Rs will be mailed out by January 31, 2024.

ok.. back to me.. the first wtihdrawal i found out was in 2023 so we are good for 2022 also.